MYCPE ONE
Warren Bergstein CPA, AEP©

Warren Bergstein CPA, AEP©

  • Warren brings over 40 years of expertise in tax planning, estate administration, and personal finance to his NYC firm, Adelman, Katz & Mond LLP. He advises high-net-worth individuals, entrepreneurs, and sole proprietors on the complexities of tax law.
  • An adjunct professor at LIU, NJCU, and Rutgers, Warren is also a frequent speaker and published author in trusted industry journals. When he's not teaching or advising, he enjoys reading biographies, cheering on local sports, and spending time with family
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40+

Years of Experience

4.4/5

Average Rating

89%

Avg. Completion Rate

50+

Number of Courses

Knowledge You Need, From Experts You Trust

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Reviews and Ratings

Discover ratings and feedback from learners who have gained valuable insights.

out of 5

985 ratings

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KO

KEVIN ORTON, Owner
4 rating rating rating rating

GOOD PRESENTATION WITH RELEVANT DATA FOR THE UPCOMING TAX SEASON AND THE NEW TAX LAW.

DV

Dillon Vincent,
4 rating rating rating rating

It was interesting to hear a seasoned ta planner discuss the positives of AI integration.

LP

Lynn Parent, Owner
4 rating rating rating rating

The instructor skipped over a few things due to time limitations but the information was in the syllabus.

PB

Paul Boland, Owner
4 rating rating rating rating

I enjoyed this update very much - nice and short and to the point!

LV

Liesel Vance, Specialist
5 rating rating rating rating rating

Great

MA

Mario Abreu, Tax Manager
5 rating rating rating rating rating

Excellent

PC

Polly Cheung,
5 rating rating rating rating rating

Thank you.

DG

Darshan Garvad, Consultant
5 rating rating rating rating rating

Interesting topic and good presentation

SH

Stephen Hartfield, Principal
5 rating rating rating rating rating

This was a well-presented webinar and the handout is excellent.

DJ

Diane Jacoby, Other(s)
5 rating rating rating rating rating

This was a great course with lots of extra information provided to review later.

HC

Howard Cutler, Owner
5 rating rating rating rating rating

Great presentation by expert practitioner.

MB

Michael Boyle, Owner
5 rating rating rating rating rating

This course is oriented toward financial planners, but it is also a valuable template for tax professionals and fiduciaries. It is an excellent orientation to the to estates, trusts, and gift planning and the required forms. Mr. Bergstein is a bona fide subject matter expert. He provided numerous practical “warning labels” delineating the boundaries for different professionals & fiduciaries.

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Warren Bergstein CPA, AEP©

Adelman Katz & Mond LLP

4.4
Lost in the pages, found in the meaning!
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